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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,410 | $183,592+149.1% | $155,574+194.0% | $145,877+213.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $8,834 | $5,317+66.1% | $4,676+88.9% | $4,663+89.4% |
| Participant deferral / active EE | $5,176 | $6,466-20.0% | $5,629-8.1% | $6,691-22.6% |
| Admin fee / account holder | $3,455 | $19,316-82.1% | $15,914-78.3% | $13,402-74.2% |